WLDR vs SCHD

AWLDR

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$21,525WLDR · SCHD $16,267

Lowest cost0.05%VXUS · $5 on $10k

Most income7.66%WLDR · $766 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common11.2%WLDR and SCHD

WLDR

SCHD

Affinity World Leaders Equity ETF · $136MSchwab U.S. Dividend Equity ETF · $120B

+30.0%3 years · per year$21,946 · $17,266+20.0%

+16.6%5 years · per year$21,525 · $16,267+10.2%

1.05%Expense ratio$105 · $6 on $10k · lower wins0.06%

7.66%12-mo yield$766 · $300 on $10k3.00%

−12.4%Worst dropSmaller wins−6.9%

18.8%VolatilityLower wins11.7%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsWLDR · SCHD

3.6%VZ3.6%

1.7%TGT1.7%

1.6%BMY3.1%

1.3%LMT2.8%

Held in common11.2%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	AWLDR	Affinity World Leaders Equity ETFRead Desk	1.05%	7.66%	−0.9%	+20.8%	+27.4%	+30.0%	+16.6%	−12.4%	$136M
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.45%	+0.1%	+8.1%	+11.6%	+19.2%	+7.7%	−11.3%	$163.2B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AWLDR	Affinity World Leaders Equity ETFRead Desk	1.05%	7.66%	−0.9%	+20.8%	+27.4%	+30.0%	+16.6%	−12.4%	$136M
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.45%	+0.1%	+8.1%	+11.6%	+19.2%	+7.7%	−11.3%	$163.2B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

WLDR vs SCHD

WLDR

Affinity World Leaders Equity

$21,525

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureWLDRSCHD

Fee1.05%0.06%

Cost on $10k a year$105$6

Yield7.66%3.00%

5 years, per year+16.6%+10.2%

3 years, per year+30.0%+20.0%

Worst drop · 1Y−12.4%−6.9%

Volatility · 1Y18.8%11.7%

3–3measures won
level

11.2%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

VXUS vs IXUS

YTD

VanguardVXUS

+8.1%

IXUSiShares

+8.2%

+8.1%Year to date+8.2%

2.5%Yield3.1%

$163BAssets$56.4B

2–0IXUS wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: WLDR, SCHD, VXUS

Today

11.2%most shared, WLDR and SCHD

WLDRSCHDVXUS

WLDR—11.2%5.5%

SCHD11.2%—0.0%

VXUS5.5%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$661most kept, WLDR

WLDR$766 − $105 = $661

SCHD$300 − $6 = $294

VXUS$245 − $5 = $240

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee